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David Douglas School District

Linsco / Private Ledger (LPL)

This Vendor Page has not been approved by Linsco / Private Ledger (LPL),
but the information provided should be useful to you.

Linsco / Private Ledger (LPL) - General Status

Linsco / Private Ledger (LPL) Landing Pages

Product and Fee Information

Click the link(s) below for information on Linsco Private Ledger products:

Marketing Information

Investment products of Linsco Private Ledger are marketed using the following approaches:

Helpful Employee Resources

Linsco Private Ledger has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Linsco Private Ledger provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Linsco Private Ledger, please visit our General Linsco / Private Ledger (LPL) Page.

 

David Douglas Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

Linsco / Private Ledger (LPL) Plan Number

When contacting Linsco Private Ledger or its local contacts, have ready your David Douglas - Linsco / Private Ledger (LPL) PLAN OR GROUP NUMBER: To Be Determined

David Douglas Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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Linsco Private Ledger has not provided a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Linsco / Private Ledger (LPL) has NOT signed any Direct Information Sharing Agreement with David Douglas or any Umbrella Information Sharing Agreement with CCC. Consequently, Linsco Private Ledger is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into David Douglas 403(b) accounts.

Employer Minimum Contribution

David Douglas does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Linsco / Private Ledger (LPL) does not require any monthly contribution amount .

403(b) Investment Options

Linsco Private Ledger offers the following type(s) of 403(b) investment option:

Roth 403(b) Contribution Policy

Linsco Private Ledger does NOT accept Roth 403(b) contributions.

David Douglas Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the David Douglas 403(b) Plan and much more on the David Douglas Information Page, available by clicking here.